Beta Wealth Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $711K | Sell |
|
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $665K | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $579K | Buy |
|